Position in AXS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,569,230
+$403,965 QoQ
Shares Held
45,057
+15.8% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AXS Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $9,817,366 across 5 Insurance - Specialty names. AXS ranks #1 (46.5% of the industry book) .
All Filings in AXS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,569,230 | 45,057 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $4,165,265 | 38,895 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $4,378,826 | 45,708 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $4,095,387 | 39,447 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $3,498,676 | 34,903 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $3,440,494 | 38,823 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,915,079 | 36,617 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||